Get your business finances under control with the help of a certified bookkeeper
You need a bookkeeper who will
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- Account for every cent to maximize your tax deductions
- Provide granular reports so you can manage your expenses and cash flow
- Customize solutions for unique processes
- Take the time needed to understand your business
Problem with your books?
The software is too complicated
The initial setup does take time and effort, but getting it right now will make life easier later.
When your books are out of control
Even if you enjoy bookkeeping, delegating it will free you up to run your business.
Our CPA is already too expensive
Paying a CPA to do your books costs a lot more than hiring a bookkeeper.
It’s totally out of control
Bookkeeping isn’t for everyone, and it can get out of control fast if you put it off.
You probably have a sense of where you need help. but this business is your livelihood. Who can you trust?
You need reliability, honesty, and competence. In addition to that, you want someone who will take the time needed to understand the unique needs of your business, someone who will create a system that gives you the insights, control, and clarity you need to make financial decisions that drive your profits.
So What’s the Solution?
Wait a minute!
Your business needs are unique. If a cookie-cutter solution would work, you wouldn’t be here. We need to have a discussion first, to clarify what your real problems are.
And no, I’m not talking about a free consultation where I listen for a few minutes and then try to pitch you on my bookkeeping services.
My proposal to you is different.
I want to dive into the complexity of your business so I can understand exactly what you need, what is working and what isn’t. Let’s see if there’s a fit between the solutions you need and what I have to offer. And of course, it is free with no pressure, just an opportunity to work together – or not.
Start a solution-oriented conversation about the state of your books. No consultation, no demos, just a conversation about your business and what you need.
Bookkeeping Services
Get your business finances under control with a clear view of what you make and spend.
Organize your finances
I’ll categorize your expenses for reporting and year-end taxes.
Verify account accuracy
I’ll reconcile your records with the statements from your financial institutions.
Send regular reports
I’ll run detailed reports so you can see profits and expenses.
Integrate your apps
I can help integrate your existing apps with QuickBooks.
Send deadline reminders
I’ll remind you about upcoming payment due dates.
Answer your questions
I’m available to answer questions and adjust processes.
Need help with something else? Contact me.
QuickBooks Setup and Training
Get everything set up correctly so you can manage your own books with confidence.
QuickBook’s extensive features can create a steep learning curve, but when it is properly set up, you’ll be amazed by what it can do.
Setup
Get QuickBooks set up to account for the unique needs of your business.
Training
Learn how manage your own books with QuickBooks.
Consulting
Get answers to your questions and learn how to implement new tools.
Need help with something else? Contact me.
What My Clients are Saying
Greg has been keeping the books for my business for years. He’s made several improvements that have increased our profits and significantly reduced invoicing headaches we were dealing with because of the unique tax category we’re in.
Greg also sends profit and expense reports well in advance of our quarterly filings with all the info we need. Our tax preparer comments every year about how easy it is to file our taxes because all our expenses have already been properly recorded and categorized.
Maggie Gulliford
Impossible Pink
Greg Merchant
Certified QuickBooks ProAdvisor
Having spent a decade owning and operating a service business, I understand the pressures of keeping revenue coming in the door and money in the bank account to pay employees and other expenses. During my time as a business owner, I kept my own books and did my own payroll. Unlike many small business owners, this was part of the experience I really enjoyed!
In another chapter of life I spent 20 years in the non-profit world where I used my technical, organizational, and people skills to help my team and our constituents have better lives. I tracked inventory, managed a fulfillment services department, handled purchasing, oversaw e-commerce, built reports, and managed website content, email, and social media projects. My great joy was working closely with a team and contributing to their growth and the growth of the organization.
I’ve always enjoyed accounting. So in 2022, I left the nonprofit organization I was working at and became a QuickBooks Online Certified ProAdvisor. I started Merchant Bookkeeping to help small businesses better manage and understand their finances, giving business owners time to focus on what they do best – serve their customers!
Level Up Your Bookkeeping Knowledge
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